Is FIGTX or HDV a better dividend investment in 2026?

FIGTX currently yields 3.73% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: FIGTX offers higher current income.

What is the dividend yield difference between FIGTX and HDV?

FIGTX has a forward dividend yield of 3.73% ($0.36/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 0.81 percentage points.

Home › Compare › FIGTX vs HDV

FIGTX vs HDV: Dividend Comparison 2026

FIGTX yields 3.73% · HDV yields 2.92%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 FIGTX wins by $1.2K in total portfolio value

INVESTMENT

TIME HORIZON10 years

FIGTX

● Live price

3.73%

Share price

$9.72

Annual div

$0.36

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$25.5K

Annual income

$473.72

Full FIGTX calculator →

HDV

iShares Core High Dividend ETF

● Live price

2.92%

Share price

$135.72

Annual div

$3.96

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$24.3K

Annual income

$351.71

Full HDV calculator →

Portfolio growth — FIGTX vs HDV

📍 FIGTX pulled ahead of the other in Year 1

Annual dividend income

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Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis Period	FIGTX	HDV
2008–2009 GFC	— No data	— No data
2020 Q1–Q2 COVID	— No data	— No data
2022 Q4 Rate Hike	— No data	— No data

Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.

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Dividend Calendar Overlap

Combined, FIGTX + HDV cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

FIGTX pays

HDV pays

Both pay

Neither

💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

FIGTX

Annual income on $10K today (after 15% tax)

$316.88/yr

After 10yr DRIP, annual income (after tax)

$402.66/yr

HDV

Annual income on $10K today (after 15% tax)

$247.92/yr

After 10yr DRIP, annual income (after tax)

$298.95/yr

At 15% tax rate, FIGTX beats the other by $103.71/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of FIGTX + HDV for your $10,000?

FIGTX: 50%HDV: 50%

100% HDV50/50100% FIGTX

Portfolio after 10yr

$24.9K

Annual income

$412.72/yr

Blended yield

1.66%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FIGTX buys

HDV buys

No recent congressional trades found for FIGTX or HDV in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricFIGTXHDV

Forward yield	3.73% ✓	2.92%
Annual dividend / share	$0.36	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$25.5K ✓	$24.3K
Annual income after 10y	$473.72 ✓	$351.71
Total dividends collected	$4.3K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

Year-by-year: FIGTX vs HDV ($10,000, DRIP)

Year	FIGTX Portfolio	FIGTX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$11,073	$372.80	$11,002	$291.67	+$71.00 → FIGTX
2	$12,234	$385.79	$12,082	$299.61	+$152.00 → FIGTX
3	$13,488	$398.35	$13,247	$307.23	+$241.00 → FIGTX
4	$14,843	$410.47	$14,503	$314.52	+$340.00 → FIGTX
5	$16,304	$422.15	$15,854	$321.50	+$450.00 → FIGTX
6	$17,879	$433.37	$17,308	$328.15	+$571.00 → FIGTX
7	$19,575	$444.13	$18,871	$334.49	+$704.00 → FIGTX
8	$21,399	$454.44	$20,551	$340.53	+$848.00 → FIGTX
9	$23,361	$464.30	$22,357	$346.27	+$1.0K → FIGTX
10	$25,470	$473.72	$24,296	$351.71	+$1.2K → FIGTX

FIGTX vs HDV: Complete Analysis 2026

FIGTX — Stock

The fund buys and sells portfolio securities based primarily on the Adviser's market outlook and analysis of how securities may perform under different market conditions. It may also use derivative contracts and/or hybrid instruments to implement elements of its strategies, particularly to manage duration and hedge against potential losses. The fund may also invest in government securities that are supported by the full faith and credit of the U.S. government.

Full FIGTX Calculator →

HDV — ETF

The iShares Core High Dividend ETF seeks to track the investment results of an index composed of relatively high dividend paying U.S. equities.

Full HDV Calculator →

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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.